B•••••• A••••

Advisor at T•• G•••••••• G••••• I•••

MAPLEWOOD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:647cebfa-57c9-0bfb-f19c-0f7e1566960a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 1, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• G•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• G•••••••• G••••• I•••	Independent wealth	Nov 25, 2025	n/a	yes	MAPLEWOOD, NJ	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 22, 2024	Sep 10, 2025	no	SAN DIEGO, CA\|MORRISTOWN, NJ\|PARSIPPANY, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	T•• G•••••••• G••••• I•••	Sep 10, 2025	Nov 25, 2025	76	Firm change	Ibd to RIA
O•••• F•• I•••	L•• F•••••••• L••	Apr 22, 2024	Apr 22, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
3978:6413:NJ:2024-04-19	Apr 22, 2024	Apr 22, 2024	MORRISTOWN, NJ	Firm change
6627:10409:NY:2021-08-30	Aug 30, 2021	Feb 25, 2022	NEW YORK, NY	Firm change

Relationships

Registered with (5)

→ T•• G•••••••• G••••• I•••Registered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2024 to Sep 10, 2025factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Nov 1, 2022 to Apr 22, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:647cebfa-57c9-0bfb-f19c-0f7e1566960a
First observed: Jul 1, 2021
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.